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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Formsite with CustomerX - no code necessary. See how you can get setup in minutes.

Select a trigger from Formsite

A trigger is an event that starts your Zap and runs the workflow. For example, with Formsite, a trigger could be "New Form Result."
A trigger is the event that kicks off your automated workflow.

Setup an action from CustomerX

An action is what takes place after the automation is triggered. For example, with CustomerX, the action could be "Cancellation Contract."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Formsite to CustomerX

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Formsite to CustomerX integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Formsite and CustomerX to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Form
      Required
    Trigger
    Instant
    Try It
    • External Id Client
    • Company Name
      Required
    • Date Register
      Required
    • E-mail
    • Trading Name
    • CNPJ/CPF
    • City
    • State
    • CEP
    • Country
    • Street
    • District
    • Number
    • Segment
    • Service
    • Group
    • Tag Names
    Action
    Write
    • External Id Contract
      Required
    • Description
      Required
    • Date Initial of Additive
      Required
    • Date Sale
      Required
    • Value of Additive
      Required
    • Type Additive
      Required
    • Date final of Additive
    • Note of Additive
    • Id External of Additive
    • Number of Users of Additve
    • Value per Users of Additve
    • Contract Plan ID
    • Renew In Days
    Action
    Write
    • Note
      Required
    • Date Response
      Required
    • Date Send
      Required
    • Email User
      Required
    • Note of Additive
    Action
    Write
    • External Id Contract
      Required
    • Reason of Cancellation
      Required
    Action
    Write
    • External Id Client
    • Description
      Required
    • Start Date
      Required
    • Final Date
    • Contract Value
      Required
    • Date Sale
      Required
    • Contract Plan ID
    • External Id Contract Plan
    • Renew In Days
    • Seller
    • Setup Value
    Action
    Write
    • External Id
    • External Id Client
    • Identifier
      Required
    • Description
      Required
    • Date issue
      Required
    • Date due
      Required
    • Value
      Required
    • Status
      Required
    • Date payment
    • Discont Paid
    • Amount paid
    Action
    Write
    • External Id
      Required
    • External ID Ticket
      Required
    • Title
      Required
    • Description
      Required
    • Type Activity
      Required
    • Date Registration
      Required
    • Status
      Required
    Action
    Write
formsite logo
formsite logo
About Formsite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
Learn moreLearn more
Related categories
Forms & Surveys
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customerx-tracking logo
customerx-tracking logo
About CustomerX
CustomerX is a customer success platform that helps you manage engagement and relationships with your customers
Related categories
CRM (Customer Relationship Management)
Similar apps
Zapier Interfaces integrationsZapier Interfaces integrations
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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